(CL2) Risk
UNDER CONSTRUCTION
CIFA
Courses for just Internal team
(CL1) Process
The day to day work of the Compliance Team is varied and includes risk assessments when recruiting, training regulatory requirements and monitoring the compliance effectiveness. This course will ensure compliance team members are equipped with the knowledge they need to recruit, train and monitor effectively.
Case Manager Level One – Knowledge
This course is to help you understand the basic Knowledge a Case Manager needs in order to deliver on the day to day role. It includes understanding the full mortgage and legal process, the documentation requirements and how to understand them, and some basic understanding of the compliance requirements of working within a regulatory environment.
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Case Manager Level One – Process
One of the most important parts of a Case Managers role is the ability to follow a set process so that the mortgage application progresses smoothly from start to finish and within the timeframes expected. This course will help Case Managers understand what is expected of them while processing a case including working to SLAs
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(AL2) Commercial Specialist
This course is designed to help Advisers to fully understand the commercial mortgage market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case studies
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(AL2) Protection Specialist
This course is designed to help Advisers to fully understand the protection market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case studies and
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(AL2) Buy to Let Specialist
This course is designed to help Advisers to fully understand the complex BTL mortgage market with the aim that they will become Connect specialists in this area. Specialists will have the advantage of being promoted as such via marketing and first choice of leads in this particular area. The course consists of study material, case
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